First Eagle Investment's ABEV Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 336.06 M shares of Ambev S.A. (ABEV) worth $830.06 M, representing 1.46% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in ABEV, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 165.13 M shares. Largest reduction occurred in Q3 2021, reducing 3.46 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Ambev (ABEV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ambev (ABEV) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +17,875 | New Buy | 17,875 | $7.33 |
| Q1 2018 | -17,875 | Sold Out | 0 | $0.00 |
| Q1 2020 | +165.13 M | New Buy | 165.13 M | $2.30 |
| Q2 2020 | +43.9 M | Add 26.59% | 209.03 M | $2.64 |
| Q3 2020 | +7.26 M | Add 3.47% | 216.29 M | $2.26 |
| Q4 2020 | +2.59 M | Add 1.20% | 218.88 M | $3.06 |
| Q1 2021 | +15.92 M | Add 7.27% | 234.79 M | $2.74 |
| Q2 2021 | +104,455 | Add 0.04% | 234.9 M | $3.44 |
| Q3 2021 | -3.46 M | Reduce 1.47% | 231.44 M | $2.76 |
| Q4 2021 | -969,735 | Reduce 0.42% | 230.47 M | $2.80 |
| Q1 2022 | +43.84 M | Add 19.02% | 274.31 M | $3.23 |
| Q2 2022 | +4.78 M | Add 1.74% | 279.09 M | $2.51 |
| Q3 2022 | +3.22 M | Add 1.15% | 282.31 M | $2.83 |
| Q4 2022 | +3.44 M | Add 1.22% | 285.76 M | $2.72 |
| Q1 2023 | +25.32 M | Add 8.86% | 311.08 M | $2.82 |
| Q2 2023 | +564,797 | Add 0.18% | 311.64 M | $3.18 |
| Q3 2023 | -1.62 M | Reduce 0.52% | 310.02 M | $2.58 |
| Q4 2023 | +2.96 M | Add 0.95% | 312.98 M | $2.80 |
| Q1 2024 | -274,600 | Reduce 0.09% | 312.71 M | $2.48 |
| Q2 2024 | -2.56 M | Reduce 0.82% | 310.14 M | $2.05 |
| Q3 2024 | +32.06 M | Add 10.34% | 342.2 M | $2.44 |
| Q4 2024 | -2.68 M | Reduce 0.78% | 339.52 M | $1.85 |
| Q1 2025 | +2.05 M | Add 0.60% | 341.58 M | $2.33 |
| Q2 2025 | -2.92 M | Reduce 0.85% | 338.66 M | $2.41 |
| Q3 2025 | -63,145 | Reduce 0.02% | 338.6 M | $2.23 |
| Q4 2025 | -2.54 M | Reduce 0.75% | 336.06 M | $2.47 |
First Eagle Investment's Ambev Investment FAQs
First Eagle Investment first purchased Ambev S.A. (ABEV) in Q4 2013, acquiring 17,875 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Ambev S.A. (ABEV) for 42 quarters since Q4 2013.
First Eagle Investment's largest addition to Ambev S.A. (ABEV) was in Q1 2020, adding 165,129,178 shares worth $379.8 M.
According to the latest 13F filing for Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 336,057,984 shares of Ambev S.A. (ABEV), valued at approximately $830.06 M.
As of the Q4 2025 filing, Ambev S.A. (ABEV) represents approximately 1.46% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Ambev S.A. (ABEV) was 342,204,503 shares, as reported at the end of Q3 2024.